CWColin Wallace Jr., MBA
Colin Wallace Jr., MBA, in a blue suit and red tie

INVESTMENT DISTRIBUTION · CLIENT RELATIONSHIPS

Helping investment
businesses grow.

I’ve worked on territory growth at RPIA, relationship development at Mackenzie, and innovation initiatives at Trillium.

See the work ↓
RPIASELECTED RESULT
Editorial illustration of the Toronto waterfront and skyline
TORONTO, ONTARIOHome base.

CLIENT DEVELOPMENT

From first allocation
to a lasting relationship.

$0 → $15M

client assets in the first year

YEAR TWOPosition maintained
through market volatility.

Supporting an advisory team.

Developed a client relationship from no allocation to $15M in assets in its first year, with the position maintained into a volatile second year.

Selected
contributions.

What I contributed.
What came of it.

ABOUT ME

A scientific mindset.
A commercial career.

Colin Wallace Jr., MBA
Colin Wallace Jr., MBA, smiling outdoors in a checked coat

RPIAInvestment distribution
MackenzieBusiness development
AIP Private CapitalPrivate equity
CAN Health / TrilliumInnovation initiatives
Cadence and RhythmStrategy consulting
IQVIA / Pharmaceutical consultingHealthcare consulting

MBA, Schulich School of Business · BSc Biochemistry, University of Toronto

I’m a proud husband and a dedicated father of two. Outside work, I’m an avid home cook, reader and Arsenal fan. I also stay involved through alumni mentorship.

HOW I THINK

A clear decision
starts with a better question.

CONTACT

Let’s talk about
what comes next.

Connect on LinkedIn →

THE FULL PICTURE

Download résumé ↓PDF résumé